Pearson / MyApprovals iPad App

Unifying multiple business expense and ordering systems into a single iPad app managers would actually use.

Business Challenges

Our client had their expenses and order approvals spread across multiple services with little consistency between global offices. Managers and execs were either not making their approvals or having their assistants do them.

We were asked to design an iPad app that managers would actually use to approve expenses and orders from multiple services.

It needed to be simple and fast; something they could load up between meeting and quickly take care of any pending approvals.

Approach

First, we needed to dissect the current services to understand all of the different data points, were they overlapped and were the deltas were. We also needed to understand how execs were reviewing and approving expenses, as well as how employees were adding expenses.

Once we had this information, we began sketching and concepting to define the key screens and navigation framework. After selecting a direction, the team defined the extended interaction system and edge cases with wiireframes while developing the visual design system.

Process

Outlining the core user flow

whiteboard-core-flow

Sketch concepts

Initial Dashboard Concepts
sketch-dashboard-concept-01
sketch-dashboard-concept-02
sketch-dashboard-concept-03
sketch-dashboard-concept-04
Initial Detailed Report Concepts
sketch-detail-concept-01
sketch-detail-concept-02

Refining the concept

Block model structural framework diagram
diagram-block-models
Wireframes
wireframes_01_Expenses-Pending
wireframes_02_Expense-Report
wireframes_04_Orders-Pending
wireframes_05_Orders-Report-Finished
wireframes_00_Dashboard
Application Sitemap
diagram-sitemap

Final screens

Expenses
screen-expenses-01
screen-expenses-03
screen-expenses-04
screen-expenses-05
screen-expenses-42
screen-expenses-02
Orders
screen-orders-09
screen-orders-44

Prototypes of key interactions and transitions

Swipe between subsections
Video prototype of user swiping to move between pending and historical expenses
Open and close an expense report
Video prototype of opening and closing an expense report.
See more details about an expense report line item
Video prototype of revealing and hiding additional details of an expense line item.
Quickly move through expenses
Video prototype of a use quickly approving multiple expense reports.

Results

In the end, we delivered a functional specification with final visual designed screens as well as video prototypes for key animations.

We provided the client with a scalable, extensible app framework that could evolve into the only app an employee would need for all enterprise services.

The client built the app internally and, as far as I know, has been in use since.


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